Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Ufcw-Giant Variable Annuity Fund Pension Plan
Data updated 2026-08-11
- $53M
- Total assets
- 9,542
- Participants
- 85th
- Percentile by assets
- $5,515
- Avg per participant
Official DOL plan name: Ufcw-Giant Variable Annuity Fund · Sponsored by Board of Trustees Ufcw-Giant Variable Annuity Fund · Maryland · Finance & Insurance
$53M in assets, 9,542 participants
Board of Trustees Ufcw-Giant Variable Annuity Fund's Ufcw-Giant Variable Annuity Fund reported $53M in total assets and 9,542 participants in its 2024 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 85th percentile by assets (of 123,622 plans)
- #6,529 in Finance & Insurance (8,549 peers)
Coverage in Maryland
Ufcw-Giant Variable Annuity Fund covers 9,542 participants in Maryland, 10x the typical Maryland plan (state average ~929 per filing). Assets: $53M.
- $53M
- total plan assets (2024 EOY)
- 9,542
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $5,515
- avg assets per participant
Where Ufcw-Giant Variable Annuity Fund sits by total assets
Ufcw-Giant Variable Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,625,724 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw-Giant Variable Annuity Fund end-of-year assets rose from $40M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Ufcw-Giant Variable Annuity Fund reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ufcw-Giant Variable Annuity Fund reported participants rose from 9,179 in the plan year 2023 filing to 9,542 in the plan year 2024 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Ufcw-Giant Variable Annuity Fund reports 9,542 participants - 10x that state average ($53M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $13M |
| Employer EIN | 862048100 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw-Giant Variable Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,713 | $29M |
| 2023 | 1 | 9,179 | $40M |
| 2024 | 1 | 9,542 | $53M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ufcw-Giant Variable Annuity Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
Scale composition for Ufcw-Giant Variable Annuity Fund
Ufcw-Giant Variable Annuity Fund reports $53M in end-of-year assets across 9,542 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $5,515 per participant (4% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.
This plan identity (EIN 862048100, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $29M to $53M (+79.7%) while covered participants moved from 9,713 to 9,542 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,713 | $29M | Open filing |
| 2023 | 9,179 | $40M | Open filing |
| 2024 · index core | 9,542 | $53M | This page |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw-Giant Variable Annuity Fund by total assets, not by location.
- Velocity Credit Union Pension Plan (TX) $53M · 87
- Northwestern Energy Sd/Ne Pension Plan (MT) $53M · 117
- The Legal Aid Society Retirement Plan (NY) $53M · 67
- Nysa-Ppgu Pension Fund & Plan (NJ) $53M · 198
Frequently Asked Questions
How did Ufcw-Giant Variable Annuity Fund assets move in 2024? ▼
How have Board of Trustees Ufcw-Giant Variable Annuity Fund plan assets changed over time? ▼
Where does Ufcw-Giant Variable Annuity Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw-Giant Variable Annuity Fund? ▼
Next read for Ufcw-Giant Variable Annuity Fund
Filing takeaways
Ways to act on Ufcw-Giant Variable Annuity Fund's numbers.
- By total assets, Ufcw-Giant Variable Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Maryland. Compare plans
- Board of Trustees Ufcw-Giant Variable Annuity Fund's sponsor-wide assets have grown 79.7% since 2022 across 3 plan years on file. More Finance & Insurance plans